See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,891 | $94,625+227.5% | $116,228+166.6% | $84,808+265.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 14.23% | 20.40%-6.2pp | 90.06%-75.8pp | 40.90%-26.7pp |
| Employer contribution / active EE | $9,706 | $2,347+313.6% | $2,994+224.1% | $2,631+268.9% |
| Participant deferral / active EE | $13,747 | $3,972+246.1% | $4,953+177.6% | $4,212+226.4% |
| Admin fee / account holder | $50,249 | $10,091+397.9% | $11,989+319.1% | $7,344+584.2% |